Tom North - Financial Advisor, Ameriprise Financial Services, LLC - Monterey (CA)

Jada Calypso Brotman Despite the fact I must be one of their smaller clients, they give me excellent service. Jeremy and all the staff are exceedingly patient, helpful and kind, and having watched them turn my parents money into a generous retirement, I am confident they know what they are doing. Could not recommend higher.

Tom Parker TreeStar Solutions has been doing my taxes for the last 5 years and this office is friendly, easy to communicate with, and efficient. I feel quite confident in their work and appreciate how responsive they are to questions. Ill be doing my taxes with TreeStar Solutions for as long as Im paying taxes ... and what is that old saying about taxes?

P S We were told to see the counter person today about 1215. We waited as the female associate told us to have a seat and wait. We waited off to the side. After she was done with the person in front of us, she skips over us completely and takes the person that arrived after us. We had questions that the teller couldnt answer in the first place in which we were patiently waiting. We are greatly disappointed in Bank of America. We were considering moving my moms numerous assets over to B of A, but after todays experience we think not.

Aida Reznik Colleen at Novato brunch, have been extremely nice and very professional. We financed one car through her few months ago and at the time when we needed to do it again, we had no doubts where to go again. Colleen was quick on answering all the questions, in no time provided the best rates, connected with the dealership and obtained all the necessary documentation to complete the loan. All we had to do is ti show up to sign the paperwork. I’m recommending all my friends and family your bank and Colleen in particular!